Bull Oak Capital, LLC - Portfolio overview

Bull Oak Capital, LLC has 43 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 28.72%
2. IEFA - ISHARES TR, 12.77%
3. SHV - ISHARES TR, 10.36%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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